See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,530 | $117,841-59.7% | $102,423-53.6% | $145,922-67.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 12.59% | 31.65%-19.1pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,064 | $3,615-42.9% | $3,023-31.7% | $4,660-55.7% |
| Participant deferral / active EE | $5,048 | $5,731-11.9% | $5,053-0.1% | $6,688-24.5% |
| Admin fee / account holder | $581 | $13,326-95.6% | $9,451-93.8% | $13,397-95.7% |